Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$250K Hold
2024
Q3
$325K Buy
2024
Q2
$320K Sell
2024
Q1
$452K Hold
2023
Q4
$402K Hold
2023
Q3
$357K Sell
2023
Q2
$375K Buy
2021
Q2
Sell
2021
Q1
$220K Sell
2020
Q4
$188K Sell
2020
Q3
$184K Sell
2020
Q2
$210 Buy
2020
Q1
Sell
2019
Q4
$201 Buy
2019
Q1
Sell
2018
Q4
$494K Buy